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upwork.com 🟡 2026-05-16
🔹 Streamline Sales & Operational Processes Through Automated Data Analysis & Report Generation
👤 Client: 🇪🇸 Spain Member since 2022-04-14
💰 Price: ****
🚩 Problem: Manual analysis and report generation for client technical assessments are time-consuming and error-prone.
📦 Existing: CRM (GoHighLevel), Notion, OpenAI API, n8n, Apify
Specifications:
[Target] Consolidate workflows to automate data retrieval, analysis, and report generation.
[Method] Use n8n for workflow automation, GHL for CRM integration, and OpenAI for AI processing.
[UI/UX] Not specified. Focus on backend automation.
[Stack] n8n, GoHighLevel API, Notion API, OpenAI API, Apify
[Security] Ensure ethical data handling and compliance with platform-specific ToS.
[Format] PDF/Docx for assessment reports; structured checklist in Notion
Workflow:
1. When a specific URL (Public Business Profile) is provided in GoHighLevel CRM, n8n triggers the workflow to retrieve publicly available data points via Apify or similar tool.
2. Use OpenAI API for AI processing of retrieved data based on predefined technical and legal criteria.
3. Perform mathematical calculation of rating improvements based on data analysis.
4. Automatically generate a professional assessment report in PDF/Docx format using n8n.
5. Store the generated report within GoHighLevel CRM’s internal folders.
6. Once a deal is closed and tagged, n8n triggers another workflow to migrate analyzed data to Notion as structured checklist items with source URLs, reasons for technical actions, and pre-drafted execution texts.